Capability 02 · Know your numbers
Finance.
Financial planning and modelling, fundraising, treasury, project finance and finance operations.
Overview
We build the financial backbone a leadership team decides with: models that investors and lenders can audit, finance operations that close on time, and analysis that turns a plan into numbers.
Included in every Fractional plan, and available as a standalone engagement.
What we do
- Financial planning and modelling
- Operating models, project-finance models and scenario analysis, built to be audited and reused.
- Transaction structuring
- Debt structuring, deal mechanics and the analysis behind them.
- Financial, credit and risk analysis
- Sensitivity cases on IRR, NPV and payback, and credit and risk assessments.
- Fundraising
- Investor research, investment cases, data rooms and the investor materials that go with them.
- Treasury management
- Cash, runway and treasury policies, from monthly cash forecasts to the controls around a company treasury.
- Finance operations
- Payroll, invoicing and expense workflows, controls, monthly close templates and reporting formats.
Typical deliverables
- Auditable financial models with scenario toggles
- Investor and lender presentations
- P&L, cash-flow and balance-sheet reporting formats
- Finance policies, SOPs and approval workflows
- KPI dashboards
When to call us
- You are raising capital and need an investor-grade model
- Finance operations are manual or fragmented
- A board or lender is asking for scenarios you cannot produce quickly
- Pricing or business-model decisions need numbers
Case studies
$500M+total addressable market validated before go-to-market
Commercial Validation for a Crypto-Legal SaaS Spin-Out
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150+use cases researched across 40+ segments
Market Validation and Strategic Positioning for a Real Estate Analytics Venture
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8weeks from fragmented finance operations to an auditable system
Financial Operations Transformation for a Global Blockchain Firm
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4weeks to an auditable, investor-ready project model
Financial Modelling and Investment Collateral for a Utility-Scale Renewable Energy Project
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